“Our mid-size means we are small enough to pursue and analyse niche strategies; yet large enough to sit at the table of all large global asset managers. Nothing is off the table, and we love to source new global and innovative opportunities across all sub-segments.”
- Lydia heads the Perpetual Private Multi-Asset team, leading the investment research process with a view to generating consistent client outcomes in line with Perpetual’s investment philosophy. Lydia’s team aims to drive growth through innovative investment solutions for clients through their suite of multi manager funds, model portfolios and their approved product lists. Lydia is also responsible for the multi-manager research investment process, asset allocation methodology and investment strategies across all asset classes, public and private, traditional and responsible, in Australia and globally.
In this exclusive interview with Global Investment Institute, Lydia discusses how the team manages diversified portfolios across listed and unlisted markets, with a particular emphasis on alternatives. She shares insights into where Perpetual Private are finding opportunities across asset classes, how they’re positioning portfolios amid elevated valuations, and the key themes shaping their approach in today’s late-cycle environment.
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